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Westside Investment Management’s Artesian Resources ARTNA Stock Holding History

Westside Investment Management’s Portfolio ARTNA Stock Details ARTNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$18.6K – 986
2024
Q3 		$18.6K Hold
500
– – ﹤0.01% 594
2024
Q2 		$17.6K Hold
500
– – ﹤0.01% 575
2024
Q1 		$18.6K Hold
500
– – ﹤0.01% 534
2023
Q4 		$20.7K Hold
500
– – 0.01% 495
2023
Q3 		$21K Hold
500
– – 0.01% 479
2023
Q2 		$23.6K Hold
500
– – 0.01% 472
2023
Q1 		$27.7K Hold
500
– – 0.01% 452
2022
Q4 		$29 Hold
500
– – ﹤0.01% 477
2022
Q3 		$24 Hold
500
– – ﹤0.01% 493
2022
Q2 		$24 Hold
500
– – ﹤0.01% 485
2022
Q1 		$24 Buy
+500
New +$23.3K ﹤0.01% 494

Other funds holding ARTNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Westside Investment Management's ARTNA Position: Q4 2024 in Review

Westside Investment Management sold out of Artesian Resources (ARTNA) in Q4 2024, closing a stake of 500 shares — an estimated $18.6K sold.

Westside Investment Management first reported a position in ARTNA in Q1 2022 and held it in 11 quarters. The position peaked at $27.7K in Q1 2023. 97 funds tracked by Wall St. Rank hold ARTNA as of Q4 2024.

  • Westside Investment Management reported no remaining Artesian Resources position as of Q4 2024 after selling out during the quarter.
  • Westside Investment Management sold 500 Artesian Resources shares in Q4 2024, an estimated $18.6K.
  • Westside Investment Management first reported a position in Artesian Resources in Q1 2022 and held it in 11 quarters.
  • Westside Investment Management's Artesian Resources position peaked at $27.7K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.